Ohio individual income tax returns may be filed electronically for the 2020 tax year by utilizing the Federal/State Electronic Filing Program. This program allows you to file both the federal and Ohio returns in one transmission. The state tax data is subsequently retrieved by the Ohio Department of Taxation (hereafter referred to as "ODOT").
Before any Ohio returns may be filed electronically both the IRS and the state must accept you into the Federal/State Electronic Filing Program. The application process is as follows:
Complete the IRS Form 8633, Application to Participate in the Electronic Filing Program. For more information regarding the federal application process see IRS Publication 1345.
The IRS will provide the ODOT with the name, address and contact information of each participant as part of the Federal/State program. There is no need to file an additional application with the ODOT and EROs need not reapply unless federal requirements change (as specified in IRS Publication 1345).
The following Ohio forms are eligible for electronic filing:
Returns that are excluded or disqualified from electronic filing at the federal level may not be filed electronically at the state level. Additional state exclusions include:
Enter "Y" on
Ohio will accept multi-state and state-only returns. The Ohio return may be filed electronically in addition to one or more state returns being filed electronically without having to transmit the federal return. An entry may be made on
If the return is disqualified from electronic filing, diagnostic messages will be issued informing you of the reason(s) for disqualification. If the diagnostic messages cannot be corrected (e.g. an exclusion from Ohio Electronic Filing) and electronic filing is still desired for the federal return, the entry requesting Ohio electronic filing must be removed.
If the Form Ohio SD 100 is present, it will be included in the electronic file. To suppress the Ohio SD 100 for electronic filing only,
When OH SD 100 is included in the electronic file and taxes have been withheld, the School District Wages, School District Tax Withheld and the School District Number must be entered on
The presence of an electronically filed state return will be indicated by the appearance of the state's standard two letter postal abbreviation in the state (ST) column of the Electronic Filing Status Report. The Electronic Filing Status Report can be accessed by clicking the Electronic Filing icon and selecting Reports/Status.
Once ODOT has retrieved the state tax data, an acknowledgment will be issued indicating acceptance. The Ohio acknowledgment will be available within three (3) business days after receipt of the IRS acknowledgment.
If you are a service bureau customer,
The Status Report is updated only when you communicate (send or receive) electronic filing information. It is up to you to initiate this communication.
Ohio will allow the federal Taxpayer's Personal Identification Number (PIN) to be used for Ohio electronic filing. If the PIN is used for the federal return it will also apply to the Ohio electronic return. Ohio does not have its own signature document.
If errors are found after the return has been transmitted and accepted, then Form IT 1040 must be amended and filed via the mail. Amended returns are not eligible for electronic filing.
If an electronically filed state income tax return has a balance due and electronic funds withdrawal has not been selected, Form IT 40P, Ohio Income Tax Payment Voucher, will be included in the completed return. This form should be given to the taxpayer with instructions to mail the voucher, along with payment in full, no later than April 15, 2021. Payments received after April 15, 2021 will be subject to late filing penalties and interest. The voucher and payment should be mailed to:
If an electronically filed school district income tax return has a balance due and electronic funds withdrawal has not been selected, Form SD 40P, Ohio School District Income Tax Payment Voucher, will be included in the completed return. This form should be given to the taxpayer with instructions to mail the voucher, along with payment in full, no later than April 15, 2021. Payments received after April 15, 2021 will be subject to late filing penalties and interest. The voucher and payment should be mailed to:
You cannot use an Ohio income tax refund to offset a school district balance due, nor can you use a school district income tax refund to offset an Ohio income tax balance due.
Ohio is offers direct deposit of state refunds and electronic funds withdrawal of payments due to the state. Refunds or electronic funds withdrawals for Ohio may be deposited or withdrawn from either the same account as the federal refund, or different accounts. Direct deposit or electronic funds withdrawal information may be entered on
The direct deposit and/or electronic funds withdrawal elections also apply by default to Ohio Form SD 100 if selected for electronic filing unless a different State Direct Deposit Option is selected on
All Ohio returns are due on or before April 15, 2021 unless the taxpayer receives an extension from the IRS. All tax payments are due on or before April 15, 2021.
Refund checks should be mailed and in the taxpayer's possession within fourteen (14) days of ODOT's acknowledgment. If a delay does occur, taxpayers are advised to wait four (4) weeks from the date of transmission before calling ODOT to inquire about the status of a refund check or direct deposit. Taxpayers or persons authorized by the taxpayers may check the status of their refund by calling the Ohio Refund Hot Line at 1-800-282-1784.
Phone: (800) 739-9998
Fax: (316) 612-5830
Form IT 40P (Ohio State Return Payments)
Form SD 40P (School District Return Payments)
Ohio Taxpayer Assistance - Automated Refund Line
(800) 282-1784
Ohio General Information
(800) 282-1780
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